27.6023
+0.32%AUM
₹5 L (02 Mar 2026)
Expense Ratio (TER)
1.20%
Risk Level
High
Benchmark
CRISIL Hybrid 35+65 Aggressive AI
Fund Manager
Akhil Bajaj
Inception Date
01 Mar 2020
CAGR (%) as on 02 Mar 2026
| Period | Fund | CRISIL Hybrid 35+65 Aggressive AI |
|---|---|---|
| 1 Year | +14.45% | +13.50% |
| 3 Years | +13.05% | N/A |
| 5 Years | +11.75% | N/A |
| 7 Years | N/A | N/A |
| 10 Years | N/A | N/A |
| Since Inception | +13.25% | N/A |
Total Invested
₹6,00,000
Est. Returns
+₹2,83,066
Total Value
₹8,83,066
* Estimated based on fund's 1y return (14.45% CAGR). Mutual fund investments are subject to market risks. Past returns do not guarantee future performance.
Investment Objective
N/A
Category
Hybrid & Balanced
Sub-category
Balanced Advantage
Risk Level
High
Inception Date
01 Mar 2020
Fund Manager
Akhil Bajaj
Fund Manager Since
01 Mar 2020
Benchmark
CRISIL Hybrid 35+65 Aggressive AI
CAGR returns as on 02 Mar 2026
| Period | Fund | Benchmark |
|---|---|---|
| 1 Year | +14.45% | +13.50% |
| 3 Years | +13.05% | N/A |
| 5 Years | +11.75% | N/A |
| 7 Years | N/A | N/A |
| 10 Years | N/A | N/A |
| Since Inception | +13.25% | N/A |
Periodic Returns (Data as on 02 Mar 2026)
| 1 Year | 3 Year | 5 Year | Since Inception (01 Mar 2020) | |
|---|---|---|---|---|
| MO GIFT City Balanced Advantage Fund - Regular Growth | +14.45% | +13.05% | +11.75% | +13.25% |
| CRISIL Hybrid 35+65 Aggressive AI (Benchmark) | +13.50% | — | — | — |
Past performance may or may not be sustained in the future. Returns greater than 1 year are CAGR. Performance is for Direct Plan — Growth option. Different plans have different expense structures. Date of inception: 01 Mar 2020.
Suitable for moderate-risk investors seeking a balanced mix of equity growth and debt stability. Ideal as a core portfolio holding.
Fund Riskometer
Risk Level: High
This product is suitable for investors who are seeking capital appreciation over medium to long term.
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